MCP

Mirador Capital Partners Portfolio holdings

AUM $705M
1-Year Est. Return 20.97%
This Quarter Est. Return
1 Year Est. Return
+20.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$472M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$19.9M
3
+$4.87M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.79M
5
CVX icon
Chevron
CVX
+$1.77M

Top Sells

1
+$34.5M
2
+$6.81M
3
+$3.04M
4
WBD icon
Warner Bros
WBD
+$2.83M
5
AXP icon
American Express
AXP
+$2.81M

Sector Composition

1 Technology 16.49%
2 Financials 15.4%
3 Healthcare 11.98%
4 Communication Services 7.41%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.26M 0.48%
45,610
-3,320
52
$2.24M 0.47%
43,595
+1,106
53
$1.96M 0.41%
10,161
+2,052
54
$1.79M 0.38%
12,930
-316
55
$1.78M 0.38%
14,899
-550
56
$1.74M 0.37%
8,779
-2,213
57
$1.7M 0.36%
11,540
+374
58
$1.62M 0.34%
121,801
-13,298
59
$1.56M 0.33%
27,885
+521
60
$1.52M 0.32%
371,551
+65,178
61
$1.44M 0.3%
15,212
-24
62
$1.4M 0.3%
34,512
+2,201
63
$1.4M 0.3%
12,540
+670
64
$1.31M 0.28%
5,279
+250
65
$1.3M 0.28%
16,533
+41
66
$1.28M 0.27%
13,702
+544
67
$1.27M 0.27%
388,632
-7,756
68
$1.27M 0.27%
2,033
69
$1.15M 0.24%
3,405
+826
70
$1.13M 0.24%
11,208
+531
71
$1.11M 0.24%
4,361
+653
72
$1.1M 0.23%
7,578
+217
73
$1.09M 0.23%
95,192
-10,177
74
$1.06M 0.23%
+56,625
75
$1.03M 0.22%
14,193
+11
1 2
3
4 5